CAMX vs VLUE

ACAMX

BVLUE

Measures won1–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−11.0%VLUE · worst fall in 1Y

Held in common4.4%CAMX and VLUE

CAMX

VLUE

Cambiar Aggressive Value ETF · $70MiShares MSCI USA Value Factor ETF · $9.4B

+16.3%3 years · per year$15,724 · $22,333+30.7%

[…]5 years · per year[…] · $20,043+14.9%

0.59%Expense ratio$59 · $15 on $10k · lower wins0.15%

1.35%12-mo yield$135 · $170 on $10k1.70%

−11.8%Worst dropSmaller wins−11.0%

15.3%VolatilityLower wins21.4%

1–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAMX · VLUE

4.2%BMY1.2%

4.9%ELV0.8%

2.1%CNC0.6%

2.0%PNC0.5%

Held in common4.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	ACAMX	Cambiar Aggressive Value ETFRead Desk		0.59%	1.35%	−3.0%	+13.0%	+17.5%	+16.3%	new	−11.8%	$70M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	ACAMX	Cambiar Aggressive Value ETFRead Desk		0.59%	1.35%	−3.0%	+13.0%	+17.5%	+16.3%	new	−11.8%	$70M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAMX vs VLUE

CAMX

Cambiar Aggressive Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureCAMXVLUE

Fee0.59%0.15%

Cost on $10k a year$59$15

Yield1.35%1.70%

5 years, per year[…]+14.9%

3 years, per year+16.3%+30.7%

Worst drop · 1Y−11.8%−11.0%

Volatility · 1Y15.3%21.4%

4–1measures won
VLUE first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CAMX, VLUE

Today

4.4%most shared, CAMX and VLUE

CAMXVLUE

CAMX—4.4%

VLUE4.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

CAMX$135 − $59 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee